Institutional Ownership Southern CO (SOJE)
This table provides information about the institutional ownership of Southern CO (SOJE). We have compiled data on the 6 institutions that hold shares in the stock, with a total of 108,141 shares, which have been reported (via 13F filing form) to have a value of $2.15 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
50,766
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2023
Reduced 3.97%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
24,114
shares
|
$479,145
0.11% of portfolio
|
Q3 2023
Reduced 7.66%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
21,586
shares
|
$428,913
0.11% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
10,100
shares
|
$200,687
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$19,870
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
575
shares
|
$11,425
0.0% of portfolio
|
Q2 2024
New holding
|